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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

225 hedge funds and large institutions have $1.7B invested in First Trust Financials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
69
Reduced
89
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Summit Financial
New Jersey
+$9.13M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$9.1M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$8.14M
4
Wells Fargo
Wells Fargo
California
+$7.58M
5
Two Sigma Investments
Two Sigma Investments
New York
+$4.68M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$15M
2
Bank of America
Bank of America
North Carolina
-$9.24M
3
LPL Financial
LPL Financial
California
-$8.5M
4
Morgan Stanley
Morgan Stanley
New York
-$7.27M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
226
Investors Research Corp
Georgia
$224 – – –
BNP Paribas Financial Markets
227
BNP Paribas Financial Markets
France
– -$2.65M -50,000 Closed
KWA
228
Kingswood Wealth Advisors
California
– -$847K -15,987 Closed
CCB
229
Cutter & Co Brokerage
Missouri
– -$808K -15,246 Closed
PD
230
Planning Directions
Pennsylvania
– -$779K -14,699 Closed
PAG
231
Private Advisory Group
Washington
– -$591K -11,159 Closed
SWM
232
SeaCrest Wealth Management
New York
– -$423K -7,981 Closed
Envestnet Portfolio Solutions
233
Envestnet Portfolio Solutions
Illinois
– -$308K -5,812 Closed
Verition Fund Management
234
Verition Fund Management
Connecticut
– -$293K -5,519 Closed
HF
235
HRT Financial
New York
– -$270K -5,107 Closed
Jane Street
236
Jane Street
New York
– -$236K -4,444 Closed
GLA
237
Good Life Advisors
Pennsylvania
– -$232K -4,384 Closed
TI
238
Trexquant Investment
Connecticut
– -$214K -4,035 Closed
PWP
239
Prasad Wealth Partners
Ohio
– -$204K -3,844 Closed
HCP
240
Hexagon Capital Partners
Arkansas
– -$27.6K -521 Closed
GWS
241
Glassman Wealth Services
Virginia
– -$20.6K -388 Closed
CA
242
Continuum Advisory
Idaho
– -$16.8K -316 Closed
WT
243
Washington Trust
Rhode Island
– -$15.3K -289 Closed
EWM
244
EPG Wealth Management
Georgia
– -$14.1K -265 Closed
NRG
245
Nemes Rush Group
Michigan
– -$6.47K -122 Closed
FDW
246
Fourth Dimension Wealth
Ohio
– -$5.3K -100 Closed
AF
247
Advisornet Financial
Minnesota
– -$2.21K -42 Closed
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